Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Milwaukee, WI, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$5,000,000.00
# of Accounts
60
Avg Client Age
45
Overview

I am seeking to potentially purchase an existing book of business, if the right opportunity presents itself.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...